upgrade or rebuild: the world steel associations upgrade to magnolia 4.5

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Upgrade or rebuild? The Magnolia upgrade for Worldsteel

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Remmer Stipdonk and Edgar Vonk showcase the success story of Worldsteel's Magnolia Integration, as well as their complex migration from Magnolia 4.3 to 4.5.

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Page 1: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Upgrade or rebuild?The Magnolia upgrade for Worldsteel

Page 2: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

The dilemma“Ok guys, so we need to take the next step here with our website, don’t you think?”

“Huh? What are you talking about, we just finished this huge project implementing the current one last year?”

“Yeah, I know, but that took us three years, so now we need a new one again… sorry”

Page 3: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

“Oh well, great. So what do we need now?”

“Well, uhhm…we need to upgrade to the next version of our CMS, otherwise we’ll lose tech support in a while”

“And what will that bring us from a marketing perspective? Since I’m paying you know…”

“Let’s see, well,… ahh, it’s really important for security stuff???”

Page 4: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

@edbananemanEdgar VonkRemmert Stipdonk

Your presenters:

@remstip

Page 5: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

]

Started in 199470 specialistsFocus on design and development of platforms

Welcome to Info.nl

Page 6: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

]

Curiosity

At Info.nl we are curiousabout the new worldWhat’s next?

Page 7: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Magnolia at Info.nl

We work with Magnoliasince 2008

These are some of ourMagnolia team members

We have a nearshore teamin Sofia, Bulgaria

Page 8: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

DigitalStrategy

DigitalServices

DigitalMarketing

Page 9: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Labs

Development

Interim

Optimisation

ServicedeskMobile

Strategy UX design

Hosting

What we do, is… platform development

Social marketing

Page 10: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

We like to work for

Page 11: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Van Lanschot BankiersVan Lanschot Bankiers is the oldest independent bank in the Netherlands, founded

in 1737. Van Lanschot's services mainly focus on high net-worth individuals and

entrepreneurs. These services are organized into four business segments: Private

Banking, Asset Management, Business Banking and Corporate Finance and

Securities.

Page 12: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Van Lanschot Magnolia upgrade

Online dialoguewith personalisation

JSP templatesand no STK

Issues withmigration scripts

Page 13: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

The Magnolia upgrade for worldsteel

Page 14: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

The World Steel AssociationThe World Steel Association, in short worldsteel, is the association for the steel

industry. Worldsteel provides global leadership on all major strategic issues

affecting the industry, particularly focusing on economic, environmental and

social sustainability.

Page 15: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Magnolia implementation

Multi-language

Custom-made .NETmember database

Multi site environment:Internet, extranet and intranet

Page 16: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Intake in 2012

Completed in 2014

Upgrade in 2013

Rebuild member database

Responsive design implementation

Upgrade Magnolia 5

2014-2015:

Until now:

Page 17: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Some details

Extranet with 5000 users

Very, very complex security

Before Magnolia, worldsteel used Sharepoint as a CMS

and 50 GB of documents in the DMS

Started on Magnolia 4.3.5

Page 18: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

even more details

15.000 lines of code

400 XML Magnolia configuration files

140 Freemarker template scripts

Member database is a black box

Lots of customisations in AdminCentral

Page 19: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

How we prepared ourselves

Functional analysis

Source code inspection

Technical analysis

Preparations for the full takeover

As you see: some serious preparations!

source code cleanup

setup OTAP

takeover of support

setup of procedures

Page 20: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

What we thought the project would be like

Page 21: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

What the project was really like

Page 22: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Thanks go out to

Previous implementation partner Uniway

The Magnolia support team!

Wordsteel for their patience, help and understanding

Hosting provider Nucleus

Page 23: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Pitfalls

Page 24: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Pitfalls

Lack of documentation and testing means lots of guessing

Content migration is really hard to test and still it failed on the real content

Customisations of the AdminCentral were hard to migrate

Lots of code was hard-copied from Magnolia sources and then customised. Extend where possible!

Page 25: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

…and some more advice

Rebuild of the shop was required and extending Magnolia modules is not always easy..

The Magnolia Upgrade tool has its limits

Clean up as much (legacy) code as possible

Page 26: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Decision making

Page 27: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

So…should we upgrade or should

we rebuild?

Page 28: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Is your Magnolia version lower than 4.4?

NO YES

Rebuild

Page 29: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Has AdminCentral been seriously customised?

NO YES

Rebuild

Page 30: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Do the templates deviate much from the STK or is Freemarker not used?

NO YES

Rebuild

Page 31: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Is the implementation done by an experienced Magnolia partner?

NO YES

Rebuild

Page 32: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Did the partner apply the Magnolia Best Practices?

NO YES

Rebuild

Page 33: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Were all the previous questions answered positively?

NO YES

UPGRADE AWAY!

Page 34: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

But beware of the following upgrade challenges:

A customised workflow engine is difficult to upgrade

The bigger the database, the more difficult to upgrade

Upgrades will always take loads of testing labour

Upgrades will always be hard to impact

Magnolia partners have tech support, so have a partner do the upgrade

Page 35: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Remember, rebuilding means:

Content migration or re-creation

Possible redesign for newer browsers and multi-channel support

Testing, testing, testing

Requirements gathering; beware of the scope creep

Page 36: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

The conclusion“So OK I will admit, it was a bumpy ride”

“Well yes, but what matters is the end result. And now we’re ready for the coming years, aren’t we?”

“Yes, we are. The next upgrade will be a lot easier, I promise.”

Page 37: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

“Sure, I know you by now…”

“But as a matter of fact we now have an up to date, secure, future proof CMS implementation.”.

“Great, then let’s do something with personalisation then. That’s what the people want.”

“Let’s GO!”

Page 38: Upgrade or Rebuild: The World Steel Associations Upgrade to Magnolia 4.5

Edgar Vonk

[email protected]

Remmert Stipdonk

[email protected]

Thank you!